MDF only earns its place in the budget when you can prove what it returned. Introw closes the loop between every dollar approved and the pipeline it influenced — so MDF stops being a cost center and starts driving measurable revenue. This article shows you how to configure ROI on your program and surface it everywhere it matters.
1. Define what counts as ROI
In your MDF settings, choose which CRM object counts toward return. Introw can attribute ROI to deals, leads, or any custom object you already track in your CRM. Pick the one that best reflects the outcome your program is funded against.
2. Choose how ROI is measured
Introw gives you three measurement models. Pick the one that matches how your finance and partner teams already talk about pipeline:
Count of records: Every attached deal or lead counts as one unit of return. Best for early-stage programs where activity matters more than amount.
Sum of a property: Roll up any numeric CRM property — deal amount, ARR, pipeline value, contract value — across every attached record. Best for closed-loop revenue reporting.
Flat value per record: Assign a fixed monetary value to each attached record (e.g. every MDF-sourced deal or lead is worth $1,000). Best for standardizing reporting across partners and regions where deal sizes vary.
3. Let partners attach deals and leads to MDF requests
Partners attach the deals and leads their MDF campaign influenced through an embedded MDF deal form in their portal. The form writes directly to your CRM and links the records to the approved MDF request — no duplicate entry, no spreadsheets, no reconciliation work for your team.
As soon as records are attached, Introw calculates ROI in real time using the rules you defined.
4. Surface ROI everywhere it matters
Introw shows ROI in the places your team and partners already work:
On every approved request: See the deals it influenced, the pipeline it generated, and the closed revenue it returned.
On the linked deal: The MDF activity that touched a deal shows up directly inside that deal in the partner portal — so partners and your team are looking at the same number at the same time.
In fund-level reporting: Aggregate ROI across every request tied to a fund, filtered by partner, region, or program.
5. Bring ROI into your QBRs
Introw rolls MDF return into the business review reports you run with your partners — so the conversation moves from "did we spend it?" to "what did it return, and where do we double down?" Generate a QBR for any partner and the MDF section auto-fills with funds approved, dollars spent, deals attributed, and pipeline generated.
The result: one source of truth on MDF ROI, ready for your CFO, your QBR, and your next budget conversation.